The business activities of the Bulgarian unit of Renault Nissan include import, marketing and advertising of Renault, Dacia and Nissan cars, spare parts and distribution to dealers.
The company chose M-Files as a system to organize and manage all documents by client, type, date or other criteria, as well as to archive document files.
How M-Files optimizes company workflows
Each employee who receives a document imports it into M-Files, being responsible for its correct completion, choosing from a certain list of strictly defined metadata. It then passes the document forward in the approval chain. Now finally approved, the document is named, archived and sorted automatically according to all criteria. It is available in the system for all employees at any time.
A workflow is set up through which documents go through several approval steps and then go to posting;
The workflow assigns separate tasks to each employee who is responsible for approving the corresponding step;
Rules have been introduced for approval at different levels depending on the amount of the document;
After final approval, the documents are assigned to the accounting department for posting in the ERP system.
Integration with Microsoft Dynamics NAV
In M-Files, information is extracted from Dynamics 365 Business Central/ NAV for all lists (suppliers, departments, lines, type of expense, etc.) that are needed for the classification of expense documents. When employees classify a document in the system, they can select from precisely defined items on these lists. This subsequently facilitates the accounting process.
An additional module has been developed that automatically marks documents as posted and paid when this is done, so that employees can see the current status of their records at any time.
About Renault Nissan
Renault Nissan Bulgaria was established by the Renault Nissan Alliance as a subsidiary of Renault SAS.